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Illuminating Your Financial Horizon From Venice, CA

Independent, fee-only Financial Advisor guidance for families and professionals

Secure portal • No cost or obligation • Takes about  5 min

Everything you need, in one relationship.

Planning and investing designed to keep decisions clear and progress steady.

Tell me what you need help with

A short form helps me understand what you are looking for before we talk.

Gustaf Rounick, CFP®, ChFC®

Principal | Financial Advisor

Venice-area fee-only financial planning in Los Angeles

  • Fiduciary CFP® professional: legally bound to put your interests first

  • Fee-only RIA: no commissions, no product sales

  • Clear guidance: retirement, tax planning & estate oversight

  • Evidence-based portfolios: low-cost ETFs & dynamic asset allocation

  • Hybrid service: secure digital portal plus in-person meetings on Venice & the Westside

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See Your Numbers in Five Minutes

Preview your future before we ever meet. Start your free RightCapital plan— secure, no credit card required.

Insights you can use

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